Confidential Management Services

The CMC group of companies, based in Troy, MI, is dedicated to optimizing the potential value of client resources, primarily serving high net worth individuals, institutions, trustees, and beneficiaries. By actively engaging in several interrelated disciplines, CMC raises the bar on services offered to these groups, providing a comprehensive and flexible range of solutions to meet various client requirements and objectives.

Investment advisory and management services are offered through Confidential Management Advisors Inc. (CMAI), an SEC-registered investment advisor, and Confidential Management Financial Services Inc. (CMFS), a FINRA-registered securities broker-dealer. Additionally, CMC maintains strategic relationships with select third-party providers for custodial investment management and other financial services.

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